| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
2
3
3
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.28 | 1.28 |
| Stocks | 97.84 | 97.84 |
| Bonds | 0.0 | 0.0 |
| Other | 0.82 | 0.82 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.05 | 0.05 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Simon Property Group Inc | SPG | 12.42 | 7.84 |
| American Tower Corp | AMT | 8.96 | 7.07 |
| AvalonBay Communities Inc | AVB | -1.68 | 6.54 |
| Prologis Inc | PLD | 15.62 | 4.69 |
| Health Care REIT, Inc. | HCN | 23.72 | 4.58 |
| Ventas Inc | VTR | 23.79 | 4.49 |
| Macerich Company | MAC | 18.99 | 4.48 |
| Essex Property Trust | ESS | 7.2 | 4.3 |
| Host Hotels & Resorts Inc | HST | 16.98 | 4.2 |
| DDR Corp | DDR | 17.59 | 3.84 |
